User Manual of Epension Applicant Level

User Manual
For
Applicant
User Manual of e-Pension First Time Log In Procedure
Instructions for the User
▪ Select User Type from the drop down box.
▪ Enter User ID and Password as received through SMS.
▪ Enter Captcha as shown in the screen.
Select User type

as ‘Applicant’ for
Applicant, for
Click on ‘Log In’ other users
select ‘Other
than Applicant’
For Applicant, User ID will be Employee ID as recorded in the OSMS.

For Other Users, User ID will be system generated.
▪ The System will ask for new Password.
▪ The User will enter the New Password in the concerned field and again re-enter it
in the ‘Confirm Password’ field.
System will display

Password Matched
Click on ‘Change
Password’ to proceed
▪ System will display the Confirmation Message.
▪ User needs to Login again after few seconds.

User Manual of e-Pension Generation of Application No.
▪ Select User Type from the drop down box.
▪ Enter User ID and Password.
▪ Enter Captcha as shown in the screen.
Click on ‘Log In’ to

proceed
Click on the menu

‘Forms Entry’.
▪ Select case type from ‘Fresh or Revision’ drop down box.
▪ Select ‘Applied By’ from drop down box of ‘Applied By’ drop down box.
Enter Date of first entry

in to approved service
▪ If ‘Applied By’ is ‘Self’, select ‘Retirement Type’ from the available drop down box.
Drop down box of

Retirement Type
▪ If ‘Applied By’ is ‘Self’ and ‘Retirement Type’ is selected as ‘Superannuation’ click
on ‘Save and Generate New Application No.’ to generate new Application No.
Click here to generate

new Application No.
▪ If ‘Applied By’ is ‘Self’ and Retirement Type is other than ‘Superannuation’, enter
Date of Retirement from the calendar field and click on ‘Save and Generate New
Application No.’ to generate new Application No .
Click here to generate new

Application No.
▪ If ‘Applied By’ is other than ‘Self’, ‘Name of the Claimant’ has be entered manually.
▪ Select ‘Application Type’ from the available drop down box.
Drop down box of

Application Type
▪ If Application Type is ‘Death after Retirement’, select ‘Retirement Type’ from the
available drop down box.
▪ Date of Death of the Employee has to be selected from the calendar field.
Click on ‘Save and Generate

New Application No.’
▪ System will ask for the Confirmation Message.
Click on ‘OK’ if you are

satisfied with the information
you have entered
▪ 11 digit system generated Application No. will be shown on screen as success
message.
User Manual of e-Pension Entry of PART-A
Instructions for the Applicant
▪ Click on ‘Forms Entry’ in the menu bar.
▪ System will display Application Status on the screen, click on the Application No.
Click on the
Application No.
▪ System will display Instructions for filling up online Forms.
Click to fill up PART-A

▪ Personal Information of the employee will be displayed on the screen in blue
colour as per record exists in OSMS database .
▪ Editable fields need to be filled up by the Applicant.
Click on it to
go to next tab
Press it to save the changes

▪ Address Details of the employee will be displayed on the screen as per record
exists in OSMS database .
Click on it to proceed
▪ System will display the Appointment related information of the employee in
‘Approval of Appointment’ as per record exists in OSMS database.
Click on it to proceed
▪ Select ‘ROPA’ from the drop down list.
▪ If ‘Yes’ is chosen against ‘Commutation of Pension Applied for’ then ‘Type of
Commutation’ needs to be selected from the drop down box.
▪ If ‘Amount’ is selected ‘Amount of Pension to be Commuted’ needs to be entered.
▪ If ‘Percentage’ is selected ‘Percentage of Pension to be Commuted’ needs to be
entered.
Press ‘Save as Draft’ to

save the changes
▪ In the ‘Treasury/PDO Information’ if Treasury is selected from the drop down of
‘Choose Treasury/PDO’ then Name of the Treasury needs to be selected from the list
of treasury available.
▪ If ‘PDO’ is chosen then the system will display the name of the PDO automatically.

save the changes
Click on ‘Next’ to proceed

▪ If ‘Other State’ is chosen , the name of the State needs to be selected from the
drop down list and the Treasury Name needs to be entered manually.

save the changes

▪ The information will be displayed as per the OSMS database .
▪ If Applicant is other than ‘Self ’ then the ‘Email of Applicant’ should be entered by
the Applicant.

▪ Radio Button against the first two point needs to be selected as ‘YES’ always.
▪ For the next three point if ‘NO’ is selected then ‘Reason for not furnishing’ should
be entered.
▪ If ‘Judicial Proceedings/Departmental Proceedings ’ is selected as ‘YES’ then ‘Type’
needs to be selected from the drop down list.
Reasons for not

furnishing
▪ If ‘Judicial Proceedings/Departmental Proceedings ’ is selected as ‘YES’ and ‘Type’
is selected as ‘Judicial Proceedings’, then the details of the Judicial Proceedings needs
to be filled up by the Applicant.
Details of
Judicial
Proceedings
▪ If ‘Judicial Proceedings/Departmental Proceedings ’ is selected as ‘YES’ and ‘Type’
is selected as ‘Departmental Proceedings’, then the details of the Departmental
Proceedings needs to be filled up by the Applicant.
Details of
Departmental
Proceedings
▪ If ‘Other Enclosures’ is selected as ‘YES’, then the details of Other Enclosures need
to be mentioned.
Details of Other
Enclosures
▪ Press ‘Save as Draft’ to save the changes .
Click here to go back Click here to proceed

▪ Applicant can view the details of data saved by himself in the draft mode after
clicking on and take print out of it.
▪ A sample of PART-A in PDF format is displayed here.
▪ Press ‘FINAL SAVE’ to save the data and the system will ask for Confirmation .
Click on ‘OK’
to proceed
▪ System will display success message after confirmation by the user.
User needs to click on ‘OK

User Manual of e-Pension Entry of PART-B
▪ If the Applicant opted for commutation in PART-A then the PART-B will be
displayed on the screen.
Click to fill up PART-B

▪ The information of PART-B fetched from either OSMS and/or user input in PART-A.
▪ The information of PART-B can be viewed as PDF.
▪ Click on to view Draft PART-B.
Click here to
view PDF
▪ A sample of PART-B in PDF format is displayed here.
▪ To save the information of PART-B, press ‘FINAL SAVE’.
Click here to
‘FINAL SAVE’
▪ The system will ask for Confirmation .
Click on ‘OK’
to proceed
▪ System will display success message after confirmation by user.
User Manual of e-Pension Forwarding of Application
▪ Press ‘Submit’ button to forward the e-application to HOI(SE)/SI(PE) level.
Press ‘Submit’ to
forward the application
▪ The system will ask for Confirmation .
Click on ‘OK’
to proceed
▪ System will display the processing message , do not close the window / refresh the
page.
▪ Success Message of forwarding of application will be displayed on the screen.
Click on ‘OK’ to
proceed
User Manual of e-Pension Reset Password
▪ Click on ‘Reset Password’ under ‘My Account’ .
▪ User needs to enter Old password, New Password and Confirm Password.
Click here to view the rules

regarding new password
▪ The User will enter the Old Password, New Password in the concerned fields and
again re-enter the new password in the ‘Confirm Password’ field.
System will display

Password Matched
Click on ‘Save’ to
proceed
▪ System will display the success message.
Click on ‘OK’ to
proceed

User Manual of Epension Applicant Level

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User Manual

Select User type

For Applicant, User ID will be Employee ID as recorded in the OSMS.

System will display

▪ User needs to Login again after few seconds.

Click on ‘Log In’ to

Click on the menu

Enter Date of first entry

Drop down box of

Click here to generate

Click here to generate new

Drop down box of

Click on ‘Save and Generate

Click on ‘OK’ if you are

Click to fill up PART-A

Press it to save the changes

Press ‘Save as Draft’ to

Press ‘Save as Draft’ to

Click on ‘Next’ to proceed

Press ‘Save as Draft’ to

Click on ‘Next’ to proceed

Click on ‘Next’ to proceed

Reasons for not

Click here to go back Click here to proceed

User needs to click on ‘OK

Click to fill up PART-B

Click here to view the rules

System will display

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